ChainCatcher 消息,申万宏源研究报告指出,下半年 10 年期美债收益率核心波动区间或在 4.5% 至 5%。美元指数短期与油价正相关,美伊冲突可能导致美元指数上行压力。
通胀预期与油价联动是短期利率的核心变量,乐观情景下或回落至 4.3%,悲观情景下可能突破 5%。
ChainCatcher 消息,申万宏源研究报告指出,下半年 10 年期美债收益率核心波动区间或在 4.5% 至 5%。美元指数短期与油价正相关,美伊冲突可能导致美元指数上行压力。
通胀预期与油价联动是短期利率的核心变量,乐观情景下或回落至 4.3%,悲观情景下可能突破 5%。
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